Whautomate Help
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  • 👋Welcome to Whautomate
  • Overview
    • 💡What we do
    • ✨Our Features
  • Fundamentals
    • 🛠️Getting Started
      • Customer Service
      • Marketing
      • Sales
      • E-Commerce
      • Appointments
      • Classes & Subscriptions
    • 🎯Onboarding Checklist
      • Appointments
      • Classes
      • E-Commerce
      • Customer Service
  • Product Guides
    • Communication
      • Connect a Communication Channel
      • Omni Channel Team Inbox
      • Contacts
      • Segmentation & Broadcasts
      • Email/SMS Sender Configuration
      • Marketing opt-out Management
      • ⚡Canned Responses
      • ⭐CSAT Score
    • Automation
      • Triggers
        • Incoming WhatsApp Messages
        • Outgoing WhatsApp Messages
        • Appointment Updates
        • Happy Birthday Automation
        • Client Anniversary Automation
        • When a Client is created
        • When a Client is added to a Tag
        • When a Client is removed from a Tag
        • When a Contact is created
        • When a Contact is added to a Tag
        • When a Contact is removed from a Tag
        • When a Contact Status Changes
        • When a Client Completes a Form
        • When a Client is assigned a Form
        • When someone Completes an anonymous Form
        • Subscription Updates
        • Order Updates
        • Invoice Updates
        • Credits Usage Updates
        • Class Participant Updates
        • Incoming Messenger Messages
        • Outgoing Messenger Messages
        • Incoming Instagram Messages
        • Outgoing Instagram Messages
        • Incoming Telegram Messages
        • Outgoing Telegram Messages
        • Incoming Website Messages
        • Outgoing Website Messages
        • Shopify - Abandoned Cart
        • Shopify - Order Created
        • Shopify - Order Fulfilled
        • Shopify - Order Cancelled
        • WooCommerce - Abandoned Cart
        • WooCommerce - Order Status Changes
      • Setup WhatsApp Chatbot
      • WhatsApp AI Chatbot - Customer Service
      • Telegram AI Chatbot - Customer Service
      • Chatbot Demos
      • WhatsApp Drip Campaign
      • Birthday Wishes Campaign
      • Automate Reviews & Surveys
    • Invoice & Payment links
      • Setup Payment Gateway
      • Update Business Settings
      • Invoice & Payments
      • Invoice Statements
      • Send Invoice PDF - Personalize WhatsApp, Email and SMS template
      • Invoice Request Payment - Personalize WhatsApp, Email and SMS template
    • E-Commerce
      • Setup WhatsApp Catalog
        • Add Items - Manual
        • Add Items - Data Feed
        • Add Items - Connect Partner Platform
      • Manage Inventory & Link WhatsApp Catalog
      • WhatsApp E-Commerce Chatbot
      • Automate Order Updates
      • Automate Order Reviews & Surveys
    • Appointments
      • Setup Team Member Profile
      • Setup Services
      • Book Appointments - Admin
      • Setup Whatsapp Flow Appointment Chatbot
      • Setup Appointment Chatbot
      • Setup Appointment Notifications
      • Setup Appointment Notifications for Staffs
      • Setup Bulk Appointment Notifications
      • Setup Booking Portal
      • Sync Appointments with External Calendars
      • Bulk Import Services
      • Setup Virtual/Online Session Services
      • Setup Virtual/Online Session Notifications
    • Plans & Subscriptions
      • Setup Plans
      • Setup Subscriptions
    • Class Bookings
      • Bulk Import Classes
      • Setup Classes
      • Setup Class Batches
      • Setup Class Notifications
      • Setup Bulk Class Notifications for Participants
      • Setup Class Booking Chatbot
      • Setup Whatsapp Flow Class Booking Chatbot
      • Setup Class Booking Portal
    • Forms
      • Request Form - Personalize WhatsApp, Email and SMS template
      • Personalize Your Form Response PDFs: Template Editor
      • Form Automations
      • Payment Forms
    • Coupons
    • Loyalty Program
      • Automate Loyalty Program Notifications via WhatsApp
    • Integrations
      • WhatsApp Cloud API
        • WhatsApp Payment Method
        • Meta Business Verification
        • WhatsApp Profile
        • WhatsApp Compliance Info
        • WhatsApp Commerce Settings
        • WhatsApp Message Templates
        • Linking WhatsApp Number (WABA) to Your Facebook Page
        • How to Add WhatsApp Button to Your Instagram Account
        • Setup Click-to-WhatsApp Ads (CTWA)
      • Instagram
      • Facebook Messenger
      • Telegram
      • Livechat
      • OpenAI
      • Stripe
      • Razorpay
      • Shopify
        • Shopify Automations
      • WooCommerce
        • Woocommerce Automations
      • Rest API
      • MyFatoorah
      • Zoom
      • Webhooks
        • Clients
        • Contacts
        • Messages
        • Appointments
        • Classes
        • Invoice Updates
      • Zapier
    • Client CRM
      • Bulk Import Clients
      • Client Details
      • Client Notes
      • Client Documents
      • Client Letters
      • Client Forms
    • WhatsApp Chat Widget
    • Whautomate Rest API
      • Client Tags
      • Clients
      • Contact Tags
      • Contacts
      • Locations
      • Staffs
      • Segments
      • Broadcasts
      • Messages
      • Service Categories
      • Services
      • Appointments
      • Classes
      • Webhooks
      • Whautomate REST API Error Messages
    • Whautomate FAQs
      • My WhatsApp Template Message Failing to Send to Some Users?
      • How to Check My WhatsApp Quality Rating and Messaging Limits?
      • How to Install the Whautomate Progressive Web Application?
      • Why Does My Whautomate Account Frequently Log Out?
      • How to Get the WhatsApp Green Tick in 3 Easy Steps
      • Essential Tips to Avoid WhatsApp Business Account/API Restrictions & Bans
      • How to Check Undeliverable or Failed WhatsApp Contacts in Whautomate
      • How to Delete Your WhatsApp Business API Number?
  • Account Management
    • Manage Subscription
      • Choose Your Plan
      • Upgrade Subscription
      • Whautomate Add-ons
      • Update Payment Method
      • Subscription Cancelations
    • Account Settings
    • Team Members Management
      • Invite, Activate or De-activate Members
      • Roles and Permissions
    • Forgot Password
    • Reset Password
    • Two Factor Authentication
  • WhatsApp Pricing
    • WhatsApp pricing Calculator - USD
    • WhatsApp pricing Calculator - INR
    • WhatsApp Pricing Calculator - EUR
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On this page
  • Centralised Team Inbox
  • Chatbot
  • Segmentation & Broadcasts
  • Automations
  • Appointments
  • Class Bookings
  • Invoice and Payments
  • Plans and Subscriptions
  • E-Commerce - Sell on WhatsApp
  1. Overview

Our Features

Check out Whautomate's features to boost your customer engagement and Sales!

Centralised Team Inbox

Whautomate provides a unified Team Inbox, gathering conversations from diverse channels into a single interface. Agents collaborate seamlessly, enhancing conversation management within a team-oriented environment.

Chatbot

Setup chatbot on various channels using our pre-defined templates in minutes or Build your own chatbot using our Editor. Provide an omnichannel experience for your customers using Whautomate.

Segmentation & Broadcasts

Whautomate's segmentation and broadcast tools empower targeted communication. Effortlessly tailor messages to specific audience segments, optimizing engagement and delivering relevant content.

Automations

Experience enhanced efficiency with Whautomate's automation capabilities. Streamline repetitive tasks, ensuring timely responses and personalized interactions, thereby boosting overall productivity.

Appointments

Seamlessly manage appointments through Whautomate. Simplify scheduling, reminders, and follow-ups, creating a frictionless experience for both your team and clients.

Class Bookings

Whautomate facilitates class bookings, enabling easy registration and management of classes. This feature simplifies scheduling, attendee tracking, and updates for educational or instructional offerings.

Invoice and Payments

Handle invoicing and payments seamlessly with Whautomate. Generate and send invoices, track payments, and maintain financial interactions in one integrated system.

Plans and Subscriptions

Whautomate's plans and subscription management feature offers a hassle-free way to handle various subscription models. Effectively manage renewals, upgrades, and customer access to services.

E-Commerce - Sell on WhatsApp

Enable direct ordering through WhatsApp with Whautomate. Provide customers a convenient way to place orders, enhancing their shopping experience and facilitating smooth transactions.

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Last updated 11 months ago

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